Sunday, June 22, 2025

Tech Notes -- June 22, 2025

Locator: 48560TECH.

ChatGPT and focused-x. A great combination to review every day.

Chart of the day, link here:

From Beth on Micron, link here:


Tech company, after tech company, after tech company, continues to announce CAPEX boosts by two-digit (10s) and three-digit (100s) of billions of dollars. Meanwhile, it's a headline when any non-tech company announces a $4-billion ramp in CAPEX. Truly amazing. Examples: Micron: $200 billion; Oracle: $25 billion.

Ten most undervalued stocks, according to one model, link here:

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The Movie Page

Yesterday.

Link here.